3 6 Ke·2025-05-15 10:34Core Insights - The recent competition in the food delivery market has intensified with Ele.me and JD.com entering the fray, aiming to capture market share and consumer attention during the May Day holiday [3][4][5] - The battle is not just about food delivery but is part of a larger strategy involving instant retail and the reconfiguration of the "new retail" concept by Alibaba [4][10] - The competition highlights the importance of logistics infrastructure and delivery efficiency, with Meituan currently holding a significant advantage over its rivals [8][18] Group 1: Market Dynamics - Ele.me's entry into the market coincided with a surge in consumer demand, with over 39 cities reporting record-breaking order volumes during the May Day holiday [5] - The competition is characterized by aggressive subsidies, with both Ele.me and JD.com using these tactics to enhance brand visibility and consumer engagement [9][14] - The market is witnessing a shift towards "mind share" rather than just user acquisition, as companies aim to establish their brands in the minds of consumers [9][22] Group 2: Competitive Landscape - Meituan leads the market with a daily order volume of approximately 60 million, while Ele.me's orders range between 20 to 30 million, indicating a significant gap [7][8] - Meituan's logistics capabilities, including a large fleet of delivery personnel and advanced algorithmic dispatch systems, provide it with a competitive edge [8][18] - Both Alibaba and JD.com are focusing on integrating their services to enhance operational efficiency and consumer experience, with a particular emphasis on instant retail [10][21] Group 3: Strategic Implications - The competition is seen as a critical move for JD.com, which has recently fallen behind in e-commerce rankings, necessitating a strong push into instant retail [10][11] - Alibaba's strategy involves leveraging Ele.me's infrastructure to support its broader ecosystem, aiming to create a seamless consumer experience across various platforms [15][17] - The ongoing battle is expected to evolve into a "mind war," where the focus will be on establishing consumer habits and preferences rather than just competing for market share [22][24]